Annuities Representative (New Business) jobs in Miami, FL
Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Annuities Representative (New Business) jobs
Regional Vice President - Annuities (S.FL)
- US001 CMFG Life Insurance Company
-
Miami, FL
FULL_TIME
- At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position will direct the sales activities for our Company manufactured Annuity products (MEMBERS® Annuities) within an assigned geographic territory. The objective of this role is annuity deposit growth (AUM), a principal Company objective. This position leads the sales activities and efforts of F2F distribution through registered representatives in the independent broker dealer (IBD) and bank/credit union channels. This is a focused, business-building position. Success is accomplished through developing and expanding advisor relationships, providing outstanding investment sales training & assistance and executing product sales programs and strategies. Consultant – provides advice with regards to strategy, management and operations as well as the structure of a business. They analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. They recommend solutions, utilizing knowledge of theory, principles or technology of specific discipline or field of specialization. Consults with client to ascertain, define need or problem area plus determine scope of investigation required to obtain solution. Consultants analyze data to define solution and examine alternate methods as well. Job Responsibilities: Develop new business and maintain existing business relationships by conducting proactive sales activities. Provide current producing advisers with up-to-date information on TruStage Annuities products and timely business building sales ideas. Reach out to prospective advisers within designated territory to grow TruStage Annuities deposits and market share. Manage a business in partnership with a remote virtual Regional Sales Associate (RSA) and internal sales desk. Participate in our Company and independent broker dealer meetings, conferences and events. Stay current on all TruStage Annuities products, as well as economic and market conditions pertinent to the sales of annuity and investment products. Assist representatives in developing higher levels of investment knowledge, communication & sales capabilities and business promotion through F2F meetings, webinars, and outbound calls. Support advisor sales efforts by helping conduct client seminars and individual sales presentations (point-of-sale). Manage resources provided by our Company including the territory marketing and T&E budget. This role will be accountable for: Territory Sales Goals Year over year territory growth Face-to-Face appointments and other proactive sales activities The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor’s Degree in Business or Marketing or 4 years of equivalent work experience. 3-5 years of prior investment products wholesaling experience (preferred). Retail F2F experience selling similar investment products in an institutional setting. Existing relationships in the independent broker dealer (IBD) space is preferred FINRA Securities Industry Essentials Examination, Series 6 and 63 licenses required. Life, and Variable Licenses required or can complete within 90 days, upon hire. Industry designations preferred (CPA, CFA, ChFC, CLU, etc.) Demonstrated sales & marketing knowledge of annuities, variable products, investment solutions and their appropriate applications within the context of a needs-based sales process. Strong oral and written communication skills Exercise sound judgment and solid decision making for allocating company resources for business development Strong territory management and organizational skills. Highly motivated to work independently and under pressure. Willingness and ability to travel 75 - 95% of the time over a large geographic territory. #LI-EG If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $58,800.00 - $97,900.00 At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department. We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.
- 9 Days Ago
Regional Vice President - Annuities (S.FL)
- US001 CMFG Life Insurance Company
-
Miami, FL
FULL_TIME
- At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive en...
- 9 Days Ago
Business English Instructor (morning - online)
- New Professions Technical Institute
-
Miami, FL
PART_TIME,CONTRACTOR
- Job Title: Faculty Reports to: Assistant Director of Education/Director of Education Description of the Job: New Professions Technical Institute recognizes the importance of the Faculty members in ach...
- 21 Days Ago
Marketing Representative
- New Trend Global
-
Miami, FL
FULL_TIME
- Who are we: Located in Brickell, we are a marketing startup that represents Fortune 500 companies, as well as government campaigns. Taking a direct marketing approach, we believe in building meaningfu...
- 6 Days Ago
Account Representative, New Orleans
- Uber
-
Miami, FL
FULL_TIME
- About the Role The Account Representative, New Orleans role is a great opportunity to demonstrate your sales skills and abilities in order to expand the number of merchants that work with Uber Eats in...
- 9 Days Ago
Account Representative, New Orleans
- Uber
-
Miami, FL
FULL_TIME
- About the Role The Account Representative, New Orleans role is a great opportunity to demonstrate your sales skills and abilities in order to expand the number of merchants that work with Uber Eats in...
- 9 Days Ago
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0 Annuities Representative (New Business) jobs found in Miami, FL area
Customer Service Representive (Bilingual)
- visa.pt
-
Miami, FL
- **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
- 4/19/2024 12:00:00 AM
Customer Service Representive (Bilingual)
- Visa
-
Miami, FL
- **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
- 4/19/2024 12:00:00 AM
Customer Service Representive (Bilingual)
- visa.no
-
Miami, FL
- **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
- 4/19/2024 12:00:00 AM
Talent Booking Representative (Miami Office)
- Mn2s
-
Miami, FL
- Job Outline: Working to successfully booking music & celebrity talent, satisfy clients, and maximize revenue from commer...
- 4/18/2024 12:00:00 AM
Parts Counter Sales Representative
- TEAM Concepts Corp
-
Miami, FL
- Job Description Job Description JOB SUMMARY Services primarily walk-in customers by providing prompt, efficient order ta...
- 4/16/2024 12:00:00 AM
Sales Representative- Off Premise
- Breakthru Beverage Group
-
Miami, FL
- Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
- 4/11/2024 12:00:00 AM
Sales Representative- Off Premise
- Breakthru Beverage Group
-
Miami Beach, FL
- Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
- 4/11/2024 12:00:00 AM
Sales Representative- On Premise
- Breakthru Beverage Group
-
Miami Beach, FL
- Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
- 3/29/2024 12:00:00 AM
About Miami, Florida
Miami, officially the City of Miami, is the cultural, economic and financial center of South Florida. Miami is the seat of Miami-Dade County, the most populous county in Florida. The city covers an area of about 56.6 square miles (147 km2), between the Everglades to the west and Biscayne Bay on the east; with a 2017 estimated population of 463,347, Miami is the sixth most densely populated major city in the United States. The Miami metropolitan area is home to 6.1 million people and the seventh-largest metropolitan area in the nation. Miami's metro area is the second-most populous metropolis i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,108 to $53,341
Miami, Florida area prices
were up 2.9% from a year ago
were up 2.9% from a year ago